Student’s
Name:
CWID:
Income Information to Be Verified
1. Student Information:
A. TAX RETURN FILERS - Check one of the following:
I, the student, certify that I have used the IRS Data Retrieval Tool in FAFSA on the Web to transfer my 2017
IRS income information into my FAFSA, either on the initial FAFSA or when making a correction to the
FAFSA. I
also certify that I DID NOT MAKE CHANGES to any of the data once it was transferred.
Your Financial Aid Advisor will verify that you a) used the IRS Data Retrieval Tool in FAFSA and b) made NO CHANGES
to the data once it was transferred. If they can confirm both items, they will use the IRS information that was transferred. However,
if the Financial Aid Advisor cannot confirm one or both of the above, you will be required to submit a 2017 tax transcript.
I, the student, was unable or chose not to use the IRS Data Retrieval Tool in FAFSA on the Web, and am
submitting to the school my 2017 IRS Tax Return Transcript(s)—NOT photocopies of the income tax return.
To obtain an IRS Tax Return Transcript, go to www.IRS.gov and click on the “Get Transcript” link, or call 1-800-908-9946.
Make sure to request the “IRS Tax
Return Transcript
”
and not the “IRS Tax Account Transcript.” You will need your
Social Security Number, date of birth, and the address on file with the IRS (normally this will be the address used when the 2017
IRS tax return was filed). It takes up 2 - 3 weeks for IRS income information to be available for electronic IRS tax return filers,
and 8 – 11 weeks for paper IRS tax return filers.
If you filed an amended tax return, you will need to submit an “IRS Tax
Return Transcript
”
and a signed copy of the 1040X.
B. TAX RETURN
NON-FILERS
– Complete
this section if you, the student, will not file and are not required to
file a 2017 income tax return with the IRS. If you fall into either category below, you MUST provide a
Verification of Non-Filing Letter from the IRS with this form.
Check the box that applies:
I, the student, was not employed and had no income earned from work in 2017.
I, the student, was employed in 2017 and have listed below the names of all employers and the amount earned
from each employer in 2017. Attach copies of all 2017 W-2 forms issued to you by employers
. If more space is
needed, attach a separate page with your name and CWID at the top.
Suzy’s Auto Body Shop (example)
Please note: Per federal regulations, we can no longer accept copies of the filed federal tax returns (i.e., 1040, 1040A
or 1040EZ). You are required to submit a 2017 Federal Tax Return Transcript. Instructions for obtaining a tax transcript
can be found above. Please make copies of the tax transcript for your own records PRIOR to submitting the verification
paperwork to our office.